Use Case 1
Periodic Corpus Ingest
Trigger: Scheduled knowledge base refresh
1.Ingest notes, activities, workstreams, opportunities, and accounts
2.Pull documents from the knowledge store
3.Classify each artifact by type
4.Extract client, sector, problem, and solution
5.Generate a searchable summary per artifact
6.Build and update the index
7.Report processed counts and unclassified items
✓
The firm's historical work becomes a structured, searchable asset instead of scattered files.
Use Case 2
Classification Quality Control
Trigger: Artifacts can't be classified from their content
1.Detect artifacts lacking extractable content or clear type
2.Log each with the reason it was skipped
3.Exclude rather than mis-tag
4.Queue scanned or empty exports for separate handling
5.Report coverage and freshness gaps
✓
The index stays trustworthy because uncertain artifacts are surfaced, not force-fit.
Integrations
CRM (Salesforce, HubSpot)
Knowledge Base / Vector Index
Google Workspace (Sheets, Drive)
Document Storage
Web Research & News
Industries
all
See It In Action
A sample conversation with this agent
Run the knowledge base ingest for this quarter's work.
Starting the periodic run. Phase 1, ingest: pulling notes, activities, workstreams, opportunities, and accounts from the CRM plus documents from the knowledge store. Phase 2, classify and link: for each artifact I assign a type, extract client, sector, problem, and solution, and generate a summary. Phase 3, index: building the searchable structure. I'll report how many artifacts were processed and which couldn't be classified for your review.
A batch of documents came back unclassified—what now?
I never force a classification I can't support from the content. The 38 unclassified artifacts are mostly untitled exports and a few scanned PDFs with no extractable text. I've logged each with the reason and left them out of the index rather than mis-tagging them—mis-classification is worse than a gap because it pollutes retrieval. Want me to queue the scanned set for a separate text-extraction pass?
How complete and fresh is the knowledge base right now?
Coverage: 1,284 artifacts indexed across 213 engagements—about 94% of the eligible corpus. Freshness: last full run was three days ago; 41 new artifacts have landed since and are queued for the next run. Strongest coverage is won-deal proposals; weakest is delivery notes from before the CRM migration. I'd flag the pre-migration gap to leadership if historical delivery examples matter for current pursuits.